We are Financial Advisors that invest in you.

At Spartan Wealth, your success becomes ours.


family umbrella life insurance

Protecting and taking care of important people in my life

Life Insurance

retirement planning calculator

I need help saving for my retirement

IRA and Retirement Planning

CORPORATE 401K meeting

My business needs a 401(k) plan for my employees

Corporate 401k Plan Design

529 college savings represented by graduation cap and diploma

Help a child or grandchild with college tuition

529 Savings Plan

healthcare benefit consulting

My company health benefits are very expensive

Health Care Benefit Consulting


Do I need a living trust?

Estate Planning

disability insurance

Protecting your income with insurance

Disability Insurance

investment advisory graph

I want to invest in individual stocks

Investment Advisory

asset allocation graph

Evaluating investment risk in your brokerage account

Asset Allocation


What are your investment goals? Use this calculator to determine how your investments can grow.

Speak with a Spartan Wealth Advisor

How can we help you?

Why Invest?

Investing can result in a significantly higher return over keeping your money in a savings account. While it doesn’t come without risk, it could be an excellent part of your strategy to maximize your money’s ability to grow. Your investments could mature at varying intervals, too, once you’ve retired offering the potential to augment an otherwise fixed income with dividend payments to you.

Can I save money by investing?

Many seek to diversify, splitting savings between low risk options, such as savings accounts, as well as investments that could provide a greater return. By investing and saving, you increase the chance of growth while also keeping a portion of your portfolio readily available (while it still earns interest) in case you need to access some of it. Even a small amount set aside monthly could be applied to both savings and investment opportunities.

I want to invest but reduce my risk.

While most want to minimize risk with savings, nominal risk could equate to greater returns in the investment world. Often, the higher the potential return, the greater the risk. Our financial advisors work closely with clients to help them make investments they are comfortable with. Investing between low, medium, and higher risk investments is a strategy many prefer, feeding dividends from low and medium-risk investments into multiple areas, which can provide you with peace of mind while you get to see your money grow.

I want to secure my family’s financial future.

A financial planner can help you make smart financial decisions based on your income, your expenses, and your goals for savings, the future, and retirement. Savings can be invested in a variety of ways, including: high interest bearing savings accounts, managed retirement funds, term life insurance policies, bonds, and other short and long-term investments.

How can I manage my family if I become disabled?

Disability insurance is important, as disability insurance benefits help you support your family and any dependents financially, should you become disabled. If you are struggling to pay child support due to disability and reduced income, a modification order for child support should be sought out to help with payment reductions.


Investing in securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

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